Latest Institutional Transactions on Invesco California Value Municipal Income Trust (VCV)
This table provides information on the latest institutional transactions involving Invesco California Value Municipal Income Trust (VCV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
24+ 0.74% |
$241 - $263
|
3.28K
$36K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
103K+ 67.72% |
$1.04M - $1.13M
|
255K
$2.81M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
4.35K+ 11.41% |
$43.8K - $47.7K
|
42.5K
$467K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-6.63K- 13.51% |
$66.7K - $72.7K
|
42.4K
$466K
|
|
|
Jan 28, 2025
Q4 2024
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
2.51K+ 3.19% |
$25.3K - $27.5K
|
81.3K
$894K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
21.5KNew |
$216K - $236K
|
21.5K
$236K
|
|
|
Jan 24, 2025
Q4 2024
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-4.25K- 15.26% |
$42.8K - $46.6K
|
23.6K
$259K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
417+ 1.31% |
$4.2K - $4.57K
|
32.3K
$355K
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
65.6KNew |
$660K - $720K
|
65.6K
$721K
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-15.8K- 4.26% |
$159K - $174K
|
355K
$3.9M
|
|
| Q3 2024 | |||||||
|
Nov 15, 2024
Q3 2024
|
Rb Capital Management, LLC
|
BUY
|
- |
204+ 1.81% |
$2.12K - $2.32K
|
11.5K
$126K
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Arbitrage LLC
Greenwich, CT |
SELL
|
- |
-103K- 32.42% |
$1.06M - $1.17M
|
214K
$2.35M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-72.9K- 29.85% |
$756K - $829K
|
171K
$1.88M
|
|
|
Nov 14, 2024
Q3 2024
|
Saba Capital Management, L.P.
New York, NY |
SELL
|
- |
-443K- 21.04% |
$4.6M - $5.04M
|
1.66M
$18.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
12.8K+ 5.05% |
$133K - $146K
|
266K
$2.93M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
6.79K+ 21.55% |
$70.4K - $77.2K
|
38.3K
$421K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
53.5K+ 3.06% |
$555K - $609K
|
1.8M
$19.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
874New |
$9.06K - $9.94K
|
874
$9.61K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
20.3K+ 62.92% |
$211K - $231K
|
52.6K
$578K
|
|
|
Nov 14, 2024
Q3 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-7.76K- 18.1% |
$80.5K - $88.3K
|
35.1K
$386K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.85K+ 5.11% |
$19.2K - $21K
|
38.1K
$418K
|
|
|
Nov 13, 2024
Q3 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
12.6K+ 28.01% |
$131K - $143K
|
57.6K
$633K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-6.98K- 1.55% |
$72.4K - $79.4K
|
443K
$4.87M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-269K- 92.15% |
$2.79M - $3.06M
|
22.9K
$252K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-756- 1.09% |
$7.84K - $8.6K
|
68.7K
$755K
|
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
29.5K+ 2.76% |
$306K - $335K
|
1.1M
$12.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
744+ 2.39% |
$7.72K - $8.46K
|
31.8K
$350K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
25.8KNew |
$267K - $293K
|
25.8K
$283K
|
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
34.4K+ 6.27% |
$356K - $391K
|
582K
$6.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.59K- 1.32% |
$16.5K - $18.1K
|
119K
$1.31M
|
|
|
Nov 07, 2024
Q3 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
12.9KNew |
$134K - $146K
|
12.9K
$142K
|
|
|
Nov 07, 2024
Q3 2024
|
Robinson Capital Management, LLC
|
SELL
|
- |
-140K- 51.0% |
$1.46M - $1.6M
|
135K
$1.48M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.87K+ 4.7% |
$19.4K - $21.2K
|
41.6K
$457K
|
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
13.2KNew |
$137K - $150K
|
13.2K
$145K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
20.8K+ 989.0% |
$215K - $236K
|
22.9K
$251K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.07K- 5.36% |
$21.4K - $23.5K
|
36.5K
$402K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.1K+ 4.89% |
$63.3K - $69.4K
|
131K
$1.44M
|
|
|
Oct 15, 2024
Q3 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
13.5KNew |
$140K - $153K
|
13.5K
$148K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
25.1KNew |
$240K - $261K
|
25.1K
$275K
|
|
|
Aug 14, 2024
Q2 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
27.4KNew |
$262K - $286K
|
27.4K
$301K
|
|
|
Aug 14, 2024
Q2 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
27.6K+ 37.42% |
$263K - $287K
|
101K
$1.11M
|
|
|
Aug 14, 2024
Q2 2024
|
Logan Stone Capital, LLC
Chicago, IL |
SELL
|
- |
-372K- 41.39% |
$3.56M - $3.88M
|
527K
$5.79M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-8K- 40.0% |
$76.5K - $83.4K
|
12K
$132K
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.2KNew |
$11.5K - $12.5K
|
1.2K
$13.2K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
807New |
$7.71K - $8.42K
|
807
$8.87K
|
|
|
Aug 07, 2024
Q2 2024
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
6K+ 42.86% |
$57.4K - $62.6K
|
20K
$220K
|
|
|
Aug 07, 2024
Q2 2024
|
Nine Masts Capital LTD
|
SELL
|
- |
-61.9K- 65.94% |
$592K - $645K
|
32K
$351K
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
3.63KNew |
$34.7K - $37.8K
|
3.63K
$39.9K
|
|
| Q1 2024 | |||||||
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
26.7KNew |
$256K - $266K
|
26.7K
$293K
|
|